← All themes Digital Assets

Crypto Exchanges

Crypto exchanges match buyers and sellers and earn fees on volume, so revenue rises and falls with speculation. Custody and staking services have made the mix somewhat less cyclical.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
326
DU
Delphia (USA)
Ontario, Canada
$339K +$300K 1 0.42% New
327
IEFM
IQ EQ Fund Management
Ireland
$336K +$297K 1 0.06% New
328
XSC
X-Square Capital
Puerto Rico
$334K +$296K 1 0.2% New
329
CIM
CIM Investment Management
Pennsylvania
$328K +$290K 1 0.12% New
330
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$327K +$19K 1 0% Increased
331
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$326K +$289K 1 0% New
332
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$326K +$289K 1 0% New
333
ICP
Interchange Capital Partners
Pennsylvania
$322K +$286K 1 0.17% New
334
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$322K +$72.3K 1 0% Increased
335
SteelPeak Wealth
SteelPeak Wealth
California
$314K -$69.2K 1 0.02% Reduced
336
Parallel Advisors
Parallel Advisors
California
$312K +$9.1K 1 0.01% Increased
337
CA
CV Advisors
Florida
$309K +$274K 1 0.27% New
338
SIM
Seaview Investment Managers
Florida
$307K +$272K 1 0.11% New
339
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$306K +$11.9K 2 0% Increased
340
Advisory Services Network
Advisory Services Network
Georgia
$303K -$17.4K 1 0.01% Reduced
341
AGA
Accuvest Global Advisors
Utah
$300K +$266K 1 0.14% New
342
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$300K +$266K 1 0% New
343
APG Asset Management
APG Asset Management
Netherlands
$299K -$472K 1 0% Reduced
344
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$296K -$90.5K 2 0% Reduced
345
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$295K +$262K 1 0.01% New
346
KA
Kovack Advisors
Florida
$293K +$260K 1 0.04% New
347
ECG
EPIQ Capital Group
California
$292K +$259K 1 0.15% New
348
Commerce Bank
Commerce Bank
Missouri
$291K +$258K 1 0% New
349
Equitable Holdings
Equitable Holdings
New York
$286K +$253K 1 0% New
350
MAI Capital Management
MAI Capital Management
Ohio
$285K +$253K 1 0% New